+30.5%
JLL vs VT
+15.2%
+15.3%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.7% | +2.5% | +2.8% |
| 7D | +17.1% | -0.3% | +17.4% | +17.3% |
| 30D | +29.1% | -1.4% | +30.5% | +30.6% |
| 3M | +6.1% | -1.4% | +7.5% | +7.4% |
| 6M | +24.0% | +5.5% | +18.5% | +17.6% |
| YTD | +16.0% | +12.8% | +3.2% | +3.8% |
| 1Y | +30.5% | +15.4% | +15.1% | +14.3% |
| All | +30.5% | +15.2% | +15.3% | +14.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling